Taking payment for orders
How to receive payments through Stripe for your quotes, orders, and invoices
Last updated
How to receive payments through Stripe for your quotes, orders, and invoices
Last updated
With internal payments enabled on your account (which you can find in settings/payments), payment buttons are added to your accounting documents. These payment buttons appear both on the web view and also the PDF export.
Payment buttons will appear on:
Quotes
Order confirmations
Proforma invoices
Tax invoices
If a quote is paid for while it is in the Draft or Issued status, ToolBox automatically marks the quote as Ordered.
Payment while in the Ordered or Invoices status will not change the status automatically, but each quote shows whether it has been paid for or not, so you can track the payment separately from order fullfilment.
You can mark a quote as paid or unpaid:
Quotes that have been paid for via ToolBox Payments will automatically have their status set to Paid via Stripe and cannot be changed. If you take payment for a quote outside of ToolBox Payments you can use this feature to manually change and track the payment status of orders.
